Tips, Tricks & Best Practices

RLugo
Member

Customize and insert a text block in a template

SOLVE

Hello hubspot, I wanted to know if there's a way to set custom templates for when adding notes and using emails when responding to tickets. I'm working as an employee.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize and insert a text block in a template

SOLVE

Hi @RLugo,

 

Yes, there is a feature for this that allows you to customize and insert text block.

 

For full emails, you can use templates: https://knowledge.hubspot.com/templates/create-and-send-templates

For text blocks, you can use snippets: https://knowledge.hubspot.com/conversations/use-snippets

 

If you're asking whether there are out of the box templates, ready for use, then no, there aren't. This would be an area where ChatGPT could be very helpful to get you started with some default templates.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize and insert a text block in a template

SOLVE

Hi @RLugo,

 

Yes, there is a feature for this that allows you to customize and insert text block.

 

For full emails, you can use templates: https://knowledge.hubspot.com/templates/create-and-send-templates

For text blocks, you can use snippets: https://knowledge.hubspot.com/conversations/use-snippets

 

If you're asking whether there are out of the box templates, ready for use, then no, there aren't. This would be an area where ChatGPT could be very helpful to get you started with some default templates.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

AnaWilliam
Member

Customize and insert a text block in a template

SOLVE

Thanks!

0 Upvotes